www.cgw.com.au

26 & 27 MARCH 2015

Mercure Hotel Brisbane85-87 North Quay, Brisbane

Annual SMSF Conference andAnnual Adviser Training Day

INVITATION FROM SCOTT HAY-BARTLEM

‘The adviser training day was clear, concise and relevant, coveringissues of today.’

It is my pleasure to invite you to our SMSF Conference and

Adviser Training Day. Our program is designed to educate you,

our advisers, on issues we come across in assisting you and your

clients. Based on your feedback from prior Adviser Training Days,

we will cover a diverse range of topics in short sharp practical

sessions to keep the pace up and the focus on.

For a number of years, Cooper Grace Ward has been running

annually both our Super Update and our Adviser Training Day.

We have decided this year to run what has been our Annual

Super Update as our Annual SMSF Conference the afternoon

before our Adviser Training Day, and to expand it to not just

cover the year that was, but also to discuss important issues

that our advisers came across during the year. For 2015 we will

take a close look at what happens when an SMSF member dies

or loses capacity, as it is coming up more and more, often in an

adversarial environment. By discussing what must occur once an

event has happened, we can also highlight the vital planning that

clients need.

And as always we will feature speakers from our talented team,

with more available during the day to meet you and answer your

questions.

I look forward to seeing you at both events!

Scott Hay-Bartlem, Partner

Cooper Grace Ward

2014 attendee

SMSF CONFERENCE PROGRAM — THURSDAY 26 MARCH 2015MERCURE HOTEL BRISBANE

1.45 pm REGISTRATION

2.00 pm SESSION 1: What’s happened in 2014

Scott Hay-Bartlem, Partner, SMSF Specialist AdvisorTM

Clinton Jackson, Senior Associate, SMSF Specialist AdvisorTM

Despite assurances the Government would not change the superannuation system, 2014 still saw plenty of developments for SMSFs.

This session will recap the highlights of 2014, including:• the penalty regimes – the new one and how the existing one was applied• important cases• excess contributions• LRBAs – can we still use them, and where are low interest related party loans at?

3.00 pm AFTERNOON TEA

3.30 pm SESSION 2: Current issues in super and estate planning

Scott Hay-Bartlem, Partner, SMSF Specialist AdvisorTM

Clinton Jackson, Senior Associate, SMSF Specialist AdvisorTM

There are many issues in estate planning, particularly for clients with SMSFs. Sometimes the issues do not become apparent until too late – what do we need to do then?

In this session we will take a different approach and use a case study to explore what happens once an SMSF member has lost capacity, and then dies.

We will cover:• who can be a trustee or director once a member has lost capacity, and what steps you must take• who can be a trustee or director once a member has died, and what steps you must take• tips and traps in the trust deed and what to look for• do automatic appointment provisions work?• isabindingdeathbenefitnominationenough?• haveyouplannedtobethefirstwiththechequebook?

Wearefindingtheseissuesarecomingupmoreandmoreforadvisers,andwewilldrawfromourexperienceinassistingatthisstage to help you understand the processes to follow and also preparations to make.

5.00 pm NETWORKING DRINKS AND CANAPÉS

ADVISER TRAINING DAY PROGRAM — FRIDAY 27 MARCH 2015MERCURE HOTEL BRISBANE

8.15 am REGISTRATION AND NETWORKING

8.40 am WELCOME AND INTRODUCTION

Chris Ward, Managing Partner

Scott Hay-Bartlem, Partner

10.30 am MORNING TEA

9.45 am SESSION 2: Common mistakes in trying to access small business concessions

Linda Tapiolas, Partner

In 2014 we saw a number of situations where small business concessions were not available, but with some tweaks could have been. So what were the common mistakes, and how can you avoid them?

11.00 am SESSION 3: What advisers should know about winding up and deregistering companies

James McKeon, Associate

Murray Shume, Associate

When a company comes to the end of its useful life, it makes sense to wind up or deregister. What are the options? What is the process? Where do things go wrong? What are the tax issues and why is it important to comply with the principle in Archer Bros for companies with pre-CGT capital gains?

11.30 pm SESSION 4: Tips and traps in applying the margin scheme and the going concern concession

Fletch Heinemann, Partner

Applying the margin scheme and the going concern concession seems straightforward, but like many tax provisions there are a

multitude of issues. What are the key traps? How do we make sure they apply as we intend?

8.45 am SESSION 1: The dangers of heads of agreement in business sales

Charles Sweeney, Partner

Murray Shume, Associate

When selling a business there is a strong temptation to sign a heads of agreement at an early stage. But does this really simplify or complicate? What are the traps? Have you changed the tax consequences?

3.15 pm AFTERNOON TEA

1.00 pm LUNCH

4.30 pm NETWORKING DRINKS AND CANAPÉS

2.30 pm SESSION 7: Special types of trusts – CMTs, PDTTs, SPTs and NGTs

Clinton Jackson, Senior Associate

Discretionarytrustsarecommon,butinsomecircumstancessomespecifictypesoftrustscanbemoreeffective.So,whatarethey,and when should they be used?

1.45 pm SESSION6:Updateonsignificanttaxcasesinthelast12months

Greg Cahill, Partner

2014 certainly had its share of ‘interesting’ tax cases. What are the highlights, and what should advisers know for their practices?

3.30 pm SESSION 8: Protecting IP – issues with restrictive covenants and the means of protecting IP, goodwill and

confidentialinformation

Belinda Winter, Partner

Michelle Hyams, Associate

ThissessionwilldiscussprotectingIPandconfidentialinformationincommercialandemploymentrelationships,andincludeaconsideration of trademarks, business names and restraints.

12.30 pm SESSION 5: What advisers should know about deceased estate administration

Kate McQueeney, Senior Associate

Whenaclienthasdied,advisersareoftenthefirstportofcall.Thissessionwilldemystifytheoftencounterintuitiverulesforadministeringestatessoyoucansupportyourclientsthroughthisdifficultphase.

For example:• what is probate and when do I need it?• who can challenge a will?• the six month rule• joint tenancies• what other assets are outside the estate?

26 & 27 MARCH 2015 | MERCURE HOTEL, BRISBANE

26 & 27 MARCH 2015 | MERCURE HOTEL, BRISBANE

SPEAKERS

Charles SweeneyPartner Cooper Grace Ward

Kate McQueeneySenior Associate Cooper Grace Ward

Clinton JacksonSenior Associate, SMSF Specialist Advisor TM Cooper Grace Ward

Murray ShumeAssociateCooper Grace Ward

James McKeonAssociateCooper Grace Ward

Michelle HyamsAssociate Cooper Grace Ward

Belinda WinterPartnerCooper Grace Ward

Fletch HeinemannPartnerCooper Grace Ward

Linda TapiolasPartnerCooper Grace Ward

Greg CahillPartnerCooper Grace Ward

Scott Hay-BartlemPartner, SMSF Specialist Advisor TM

Cooper Grace Ward

26 & 27 MARCH 2015 | MERCURE HOTEL, BRISBANE

SECTION 1 - REGISTRATION DETAILS

My cheque payable to Cooper Grace Ward for the amount of is attached

or

Mastercard Visa Expiry

Credit card number

Cardholder’s name___________________________________________________________

Signature____________________________ for the amount of ________________

Date ___________________

Please keep a copy of this form for your own records as it will be a tax invoice for GST purposes when you make payment. Separate receipts will only be issued if requested. So that this tax invoice is complete, please ensure you insert the date you have made a payment.

Cancellations made within five working days of event will incur full charge – substitution of attendee accepted.

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Additional Attendees

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SECTION 2 - REGISTRATION RATE

Mercure Hotel, 85-87 North Quay, Brisbane

ABN 95 591 906 639

SECTION 2 - PAYMENT

Please return this registration form with payment to:Louisa McCreaCooper Grace Ward GPO Box 834, Brisbane 4001Email: louisa.mccrea@cgw.com.auPhone: 07 3231 2918 | Fax: 07 3231 8918

SMSF Conference and Adviser Training Day $175

SMSF Conference only (Thursday 26 March) $50

Adviser Training Day only (Friday 27 March) $150

REGISTRATION FORM & TAX INVOICE

Event details26 & 27 March 2015

Mercure Hotel Brisbane85-87 North Quay, Brisbane